Burt Wealth Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Burt Wealth Advisors’s Portfolio VHT Stock Details VHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-73	Closed	-$16K	–	357
2020 Q4	$16K	Hold	73	–	–	0.01%	259
2020 Q3	$15K	Hold	73	–	–	0.01%	258
2020 Q2	$14K	Hold	73	–	–	0.01%	251
2020 Q1	$12K	Hold	73	–	–	0.01%	259
2019 Q4	$14K	Hold	73	–	–	0.01%	260
2019 Q3	$12K	Hold	73	–	–	﹤0.01%	263
2019 Q2	$13K	Hold	73	–	–	0.01%	264
2019 Q1	$13K	Hold	73	–	–	0.01%	266
2018 Q4	$12K	Hold	73	–	–	0.01%	267
2018 Q3	$13K	Hold	73	–	–	0.01%	280
2018 Q2	$12K	Hold	73	–	–	0.01%	276
2018 Q1	$11K	Hold	73	–	–	0.01%	288
2017 Q4	$11K	Hold	73	–	–	0.01%	275
2017 Q3	$11K	Hold	73	–	–	0.01%	263
2017 Q2	$10K	Hold	73	–	–	0.01%	295
2017 Q1	$10K	Hold	73	–	–	0.01%	261
2016 Q4	$9K	Hold	73	–	–	0.01%	289
2016 Q3	$9K	Hold	73	–	–	0.01%	275
2016 Q2	$9K	Hold	73	–	–	0.01%	276
2016 Q1	$9K	Hold	73	–	–	0.01%	338
2015 Q4	$9K	Hold	73	–	–	0.01%	292
2015 Q3	$8K	Hold	73	–	–	0.01%	278
2015 Q2	$11K	Buy	+73	New	+$10.1K	0.01%	267

Other funds holding VHT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Burt Wealth Advisors's VHT Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Vanguard Health Care ETF (VHT) in Q1 2021, closing a stake of 73 shares — an estimated $16K sold.

Burt Wealth Advisors first reported a position in VHT in Q2 2015 and held it in 23 quarters. The position peaked at $16K in Q4 2020. 731 funds tracked by Wall St. Rank hold VHT as of Q1 2021.

Burt Wealth Advisors reported no remaining Vanguard Health Care ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 73 Vanguard Health Care ETF shares in Q1 2021, an estimated $16K.
Burt Wealth Advisors first reported a position in Vanguard Health Care ETF in Q2 2015 and held it in 23 quarters.
Burt Wealth Advisors's Vanguard Health Care ETF position peaked at $16K in Q4 2020.
731 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.